Skip to content
Learning that drives better investment decisions

Thai Fundamentals Above the Global Average

By Andrew Stotz | Sep 25, 2017

Chart of the Day: Hong Kong has the highest net margin, but lowest efficiency. Taiwan has the highest efficiency, but relatively thin net margin. Thailand is alone in Asia to be above the world on both measures.

Read More

The Peril of the Stockpicker’s Trap

By Become a Better Investor | Sep 22, 2017
Top 5 of the Week of September 18 - Become a #betterinvestor

In our Top 5 this week, we uncover a stockpicker’s most dangerous trap, examine how we should be using financial advisors, and reveal what the best investors do. All this and more…

Read More

US Govt Debt Is Massive and Shows No Sign of Reversing

By Andrew Stotz | Sep 21, 2017
US Govt #debt is massive and shows no sign of reversing

Chart of the Day: In September 2017, US Government debt passed US$20trn. Annual 2009-13 average US$1trn deficit spending added nearly US$5trn. Interest is US$449bn/year, debt is US$62,200/person.

Read More

Emerging Asia Has the Strongest Momentum

By Andrew Stotz | Sep 20, 2017

Chart of the Day: Emerging Asia has had the highest revenue growth in the past 12 months, as well as the best price performance in the past 6 months. Emerging Europe had the poorest revenue growth.

Read More

Indonesian Banks Have the Highest Net Interest Margin in Asia

By Andrew Stotz | Sep 19, 2017
Indonesian #banks have the highest net interest margin in #Asia

Chart of the Day: Indonesian banks have almost double net interest margin versus the Philippines that has the second highest. This is partially due to higher interest rate levels in Indonesia.

Read More

Strong Momentum and Cheap Valuation in Indian Materials

By Become a Better Investor | Sep 18, 2017

The overall Indian market trades above the world on 2017 PE and PB. The Materials sector appears cheap on PEG and has strong price and earnings momentum.

Read More

R.I.P Value Investing?

By Become a Better Investor | Sep 15, 2017
Top 5 of the Week of September 11 - Become a #betterinvestor

In our Top 5 this week, we examine alternative investments, explore short-term momentum and long-term reversals, and ask if Warren Buffett has killed value investing? All this and more…

Read More

Business Valuation Guide: Cash Levels at Consumer Staples Companies in Asia

By Andrew Stotz | Sep 14, 2017

In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Staples sector across developed, emerging, and frontier markets in Asia.

Read More

Business Valuation Guide: Cash Levels at Consumer Discretionary Companies in Asia

By Andrew Stotz | Sep 13, 2017

In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Discretionary sector across developed, emerging, and frontier markets in Asia.

Read More

Superlon Holdings Berhad – Fan Request

By Andrew Stotz | Sep 12, 2017

Malaysia on Demand: A fan requested to see the World Class Benchmarking of Superlon Holdings Berhad, so here it is. Profitable Growth has returned to World Class for Superlon Holdings, driven mainly by high Profitability in terms of return on assets.

Read More